About us
About Financial Valet
Financial Valet is a bookkeeping and outsourced accounting firm for small and growing businesses. We handle your books, so you can run your business.
Meet the founder
Real accounting & finance experience.
Financial Valet is founded by a finance professional with over a decade of experience in corporate finance, accounting, treasury, and financial reporting.
We bring that experience to growing businesses that need dependable financial information without building an in-house accounting or finance department.
- 10+ yearsCorporate finance, accounting, treasury, and financial reporting
- MBAAccounting & Finance
- CMACertified Management Accountant
Our name
Why we’re called Financial Valet
A valet takes care of the details, so you don’t have to. You hand over your keys and get a ticket back. Your car comes back ready to go.
We work the same way with your accounting. You hand us the paperwork. We hand back clean books and financial reports you can read.
Drop off your statements. Pick up clean books.
How we work
Simple, steady, and on your side
A real person you can call
You talk to someone who knows your books, not a call center.
Plain words, no jargon
We explain your numbers in simple terms, so you can act on them.
On time, every month
Your books get done on the same schedule, month after month.
Clear prices, No Long-Term Contract
See your bookkeeping price in 3 quick steps, before we ever talk. No long-term contract.
Drop off the receipts. Pick up clean books.
See your bookkeeping price in 3 quick steps, or book a call. We will walk you through it.
Or call (603) 288-6261